Sanan Mini LED Took The Lead In Samsung's Supply Chain Cross-strait LED Plant Attacked The Market

May 17, 2018

Mini LED resistance OLED display will enter the end market in the second half of 2018, showcasing, the two sides of the LED plant is also poised to enter the Mini LED applications, it is reported that Samsung Electronics aims at high-end TV market, will launch large-size Mini LED in the third quarter TV, will be led by the mainland LED faucet Sanan Optoelectronics, first to enter the Samsung Mini LED supply chain, with Taiwan LED factory such as Ronda, Rongchuang will be shipped through the panel makers, Crystal is expected to In the second half of the year, it cut into the mobile phone supply chain, and other land plants also fired one after another. LED manufacturers across the Taiwan Strait attacked the market and attacked the market.

Due to the rapid rise of the mainland LED industry, LED backlighting applications that have been mastered by Taiwanese manufacturers have been eroded by land companies. Under the pressure of price competition and the gradual completion of the mainland backlight supply chain, Taiwan LED plants have gradually faded out orders for LED backlights in recent years. As the breakthrough in Micro LED technology has progressed, the importance of the Mini LED outpost has risen. In order to counter the step-by-step approach of OLED displays, terminal brand manufacturers have also begun to actively introduce new products. From the second half of 2018-2019 Mini LED products will be expected to be successively On the market, the Taiwanese LED factory also considered the Mini LED as an important highlight of the backlight application in 2018.

It is estimated that since the cost of OLED mobile phone panel is about 75 US dollars, and Mini LED is applied to mobile phone backlight, it is estimated that about 4,000 to 5,000 LED chips will be needed, the cost is only about 10 US dollars, and the overall cost is still lower than that of OLED panel, and the screen quality , Color contrast can be compared with the OLED mobile phone panel. As for the traditional large-screen TV side light design, each TV only needs about 10 to 20 LED components, but in the introduction of Mini LED design, according to the size and resolution Different, Mini LED backlight number is expected to reach 5,000 to 10,000 or so, will be conducive to a substantial increase in production capacity.

LED factory Ronda and AUO are expected to start shipments of Mini LED packages in the second quarter to the third quarter. They will be used in high-end displays and notebook computers. If a 15.6-inch notebook computer is used as an example, Mini LED needs About 2,000, although the Mini LED accounted for Ronda’s revenue proportion is still small in 2018, it is expected that it will gradually increase volume by the end of the year, and it is optimistic that the proportion of revenue in 2019 will have an opportunity of more than 10%. In addition, Rongchuang is also collaborating with panel makers to jointly develop Mini LED backlight solutions and will attack handsets, TVs and panel panels.

Crystal Electric's 2018 layout Mini LED multi-pronged approach, the mobile phone will have the opportunity to start shipping in the third quarter, and TV and high-end commercial display applications will be put into mass production at the end of the year, among which, high-end gaming commercial displays were originally expected to be Mass production will only be introduced in 2019, but customers are optimistic about business opportunities ahead of schedule, and Mini LED ultra-small pitch display will also be introduced into the market in the second half of the year, showing a flourishing bloom.

However, it is worth noting that Samsung and Sanan Optoelectronics recently announced the signing of a "prepayment agreement" and paid Xiamen Sanan a total of approximately US$ 16.83 million in advance to ensure that Xiamen Sanan will prioritize the supply of Samsung. According to industry sources, the recent Mini LED production capacity has been almost Samsung package, and Samsung also expects to promote the high-end Mini LED TV to the customized market in the third quarter, testing the top market to buy gas and water temperature, and Samsung in 2017 also purchased Sanan LED crystal. The application of the pellets to large-scale indoor and commercial displays also means that Sanan Optoelectronics has become more stable in the Samsung supply chain.

In addition to Sanan, Continental LED chip companies such as Huacan Optoelectronics and Qianzhao Optoelectronics have also invested in Mini LED/Micro LED technology. This boom has also been extended to the mainland packaging plants, including the establishment of Micro & Mini by Guoxing Optoelectronics in early March. LED Research Center is expected to achieve Mini LED mass production of P 0.5~P1.0 specifications by 2020; Ruifeng Optoelectronics also announced that it will add RMB 230 million Yuan to invest in Mini LED and Micro LED production projects.

Industry believes that it is worth observing whether the Micro LED can be mass-produced smoothly, but the Mini LED will start up quickly from the second half of 2018. If the market is buying gas, it will be enough to match the OLED panel. It is not ruled that the Mini LED will be expected. Into the mainland's official subsidy program, when the cross-strait LED-backlit maps will be confrontation and defense will face the front, Taiwan-based LED factory will probably once again fall into a bitter struggle.